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PUREfi Wealth, LLC: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PUREfi Wealth, LLC on AVGO, newest first. How the timeline and the estimate are built.

PUREfi Wealth, LLC held 12,433 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,433 shares
    Change vs previous 13F +99 shares

    2.58% of the 13F portfolio, value $4,696,607.

    13F-HR 0002001520-26-000003 filed by PUREfi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,334 shares
    Change vs previous 13F +1,317 shares

    2.5% of the 13F portfolio, value $3,817,474.

    13F-HR 0002001520-26-000002 filed by PUREfi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,017 shares
    Change vs previous 13F -1,704 shares

    2.92% of the 13F portfolio, value $3,812,881.

    13F-HR 0002001520-26-000001 filed by PUREfi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,721 shares
    Change vs previous 13F +1,086 shares

    3.23% of the 13F portfolio, value $4,196,624.

    13F-HR 0002001520-25-000005 filed by PUREfi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,635 shares
    Change vs previous 13F +637 shares

    2.56% of the 13F portfolio, value $3,207,163.

    13F-HR 0002001520-25-000003 filed by PUREfi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,998 shares
    Change vs previous 13F +3,240 shares

    1.84% of the 13F portfolio, value $1,841,424.

    13F-HR 0002001520-25-000002 filed by PUREfi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,758 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $1,798,615.

    13F-HR 0002001520-25-000001 filed by PUREfi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).